Walter & Keenan Wealth Management’s Ventas VTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
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|
2019
Q3 | $222K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $702K | Sell |
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|
2018
Q4 | $725K | Hold |
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|
2018
Q3 | $673 | Hold |
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|
2018
Q2 | $705K | Hold |
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|
2018
Q1 | $613K | Buy |
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|
2017
Q4 | $623K | Buy |
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|
2017
Q3 | $644K | Buy |
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|
2017
Q2 | $625K | Hold |
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|
2017
Q1 | $585K | Hold |
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|
2016
Q4 | $563K | Hold |
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|
2016
Q3 | $636K | Hold |
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|
2016
Q2 | $655K | Hold |
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|
2016
Q1 | $567K | Buy |
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|
2015
Q4 | $451K | Buy |
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